Investor engagement can make a positive difference to poor mining communities
In a new era, investors need discipline
Inflation is not all bad news in emerging markets
In an environment of higher inflation, investors should increasingly favour dividend-paying stocks
Markets now collectively believe that central banks are behind the curve. Risk-aversion prevails
Rising yields are presenting interesting opportunities to income investors
Floating exchange rates are likely to limit the impact of rising US rates on emerging markets
A number of capital cycles are turning. Investors need to shift their focus towards sectors which have been overlooked.
The rotation from financials and cyclicals to defensives has reached an extreme last seen following the collapse of Lehmans
The world is a very different place to what it was a month ago. As ever, we seek strategic idiosyncratic change where hidden value can be unlocked through management actions
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